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Coppell Advisory Solutions Corp’s BOK Financial BOKF Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-419
Closed -$43.5K – 303
2022
Q4 		$43.5K Buy
+419
New +$42.5K 0.01% 369

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Coppell Advisory Solutions Corp's BOKF Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of BOK Financial (BOKF) in Q1 2023, closing a stake of 419 shares — an estimated $43.5K sold.

Coppell Advisory Solutions Corp first reported a position in BOKF in Q4 2022 and held it in 1 quarter. The position peaked at $43.5K in Q4 2022. 221 funds tracked by Wall St. Rank hold BOKF as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining BOK Financial position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 419 BOK Financial shares in Q1 2023, an estimated $43.5K.
  • Coppell Advisory Solutions Corp first reported a position in BOK Financial in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's BOK Financial position peaked at $43.5K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held BOK Financial as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.